Lisa Renee Bedell
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
$50.5BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Moneta Group Investments Advisors, LLCFeb 2025 to now
- Moneta Group Investment Advisors, IncJul 2018 to now
- UnemployedJun 2018 to Jul 2018
- Midwest Bank CentreAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7049862
- Firm CRD
- 104727